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Case Analyst Jobs (NOW HIRING)

The Forge Companies

Case Analyst

Atlanta, GA · On-site

As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be ...

Archer Systems

Case Analyst

Austin, TX · On-site

The Case Analyst will focus on resolving healthcare liens as part of our team working on mass tort cases. The successful person in this role will be satisfied knowing that their work produces the ...

PCI Government Services LLC

Case Analyst

Washington, DC

$75K - $85K/yr

This is a Case Analyst position providing comprehensive legal case management support to the Civil Division of the Department of Justice. The role requires demonstrated experience working with courts ...

The Forge Companies

Case Analyst

Atlanta, GA

As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be ...

The Forge Companies

Case Analyst

Atlanta, GA · On-site

As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be ...

New York Life

Case Analyst

Olathe, KS · Hybrid

$46K - $66K/yr

The Case Analyst partners closely with distributors, agents, and internal teams to deliver consistent, high-quality customer experience from case submission through commission payment. What You'll Do ...

New York Life Insurance Co

Case Analyst

Olathe, KS · On-site

$46K - $66K/yr

The Case Analyst partners closely with distributors, agents, and internal teams to deliver consistent, high-quality customer experience from case submission through commission payment. What You'll Do ...

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Case Analyst information

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$39K

$82.7K

$134.5K

How much do case analyst jobs pay per year?

As of Aug 28, 2026, the average yearly pay for case analyst in the United States is $82,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,500.00 per year, depending on experience, location, and employer.

What is a case analyst?

A Case Analyst is a professional who reviews, investigates, and evaluates cases within an organization, often in legal, insurance, or social services settings. Their primary responsibility is to gather and analyze information, assess case details, and provide recommendations or reports based on their findings. Case Analysts ensure that all relevant data is considered and that cases are handled efficiently and fairly. They may also interact with clients, legal teams, or other stakeholders to collect information and clarify details. The specific duties can vary depending on the industry and employer.

What are the key skills and qualifications needed to thrive as a case analyst, and why are they important?

To thrive as a Case Analyst, you need strong analytical skills, attention to detail, and a relevant bachelor’s degree such as in criminal justice, law, or business. Familiarity with case management software, databases, and strong proficiency in Microsoft Office are typically required. Excellent communication, critical thinking, and organizational skills help you stand out in this role. These abilities are essential for accurately assessing cases, efficiently managing information, and providing clear recommendations or reports.

What are some common challenges case analysts face when managing a high volume of cases, and how can they effectively prioritize their workload?

Case Analysts often encounter periods with a high volume of cases, which can make time management and prioritization challenging. To handle this effectively, it’s important to develop strong organizational skills, use case management software to track progress, and regularly communicate with team members or supervisors to clarify priorities. Establishing clear criteria for urgency, such as deadlines or client needs, helps ensure that the most critical cases receive attention first. Additionally, collaborating with colleagues and participating in regular case review meetings can provide valuable support and insights for managing workload efficiently.

What is the difference between Case Analyst vs Claims Processor?

AspectCase AnalystClaims Processor
Required CredentialsBachelor's degree often preferred, relevant certificationsHigh school diploma or equivalent, some certifications may be beneficial
Work EnvironmentOffice setting, analytical and review-focusedOffice setting, processing claims and data entry
Employer & Industry UsageInsurance companies, legal firms, healthcareInsurance companies, healthcare providers

While both roles involve handling cases and data, a Case Analyst typically conducts detailed case reviews and analysis, often requiring higher education and specialized knowledge. A Claims Processor primarily focuses on processing insurance claims efficiently, with less emphasis on analysis. Understanding these differences helps job seekers identify roles aligned with their skills and career goals.

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Case Analyst jobs near you
Infographic showing various Case Analyst job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 16% Part Time, and 3% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $82,660 per year, or $39.7 per hour.

Case Analyst

The Forge Companies

Atlanta, GA • On-site

Full-time

Posted 16 days ago

Job description


In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle while managing tasks between teams.
*A Georgia Life Insurance License is required or must be obtained within 6 months of hire.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Build trusted relationships with clients and teammates.
  • Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
  • Communicate with English- and Spanish-speaking clients and attorneys to assist with case coordination and follow-up.
  • Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and provide real-time case status updates.
  • Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
  • Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
  • Review data in company-wide reports to ensure accuracy.
  • Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
  • Create suitable, accurate settlement recommendation materials for client meetings.
  • Save and maintain records of materials within Alloy and our Document Management Platform (M-Files).
  • Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
  • Schedule, support, and document confirmation of sold products.
  • Direct production teams into action based on confirmed sales and next steps.
  • Receive and review client policies for accuracy and coordinate policy mailings with production teams.
  • Handle client and attorney communication follow-ups in both English and Spanish as needed.
  • Perform other duties as needed.

Knowledge, Skills, and Abilities
  • Positive energy and an optimistic outlook.
  • College degree in a related field or equivalent work experience.
  • Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets, and utilize Teams and Outlook.
  • Strong organizational, research, and analytical skills while maintaining confidentiality.
  • Excellent writing and verbal communication skills.
  • Ability to communicate with tact and diplomacy with clients, attorneys, and internal teams.
  • Excellent customer service skills.
  • Flexibility in handling multiple projects.
  • Ability to work effectively under pressure within limited time constraints.
  • Must be a self-starter; able to work independently and collaboratively with a team.
  • Ability to identify opportunities for improvement and solve problems proactively.
  • Exercise sound judgment, discretion, prioritization, accuracy, initiative, and strong interpersonal skills.
  • Proficient with or able to quickly learn the administrative and financial systems used in the organization.

Preferred Skills
  • Experience working in a financial services environment.
  • Knowledge of financial services industry terminology.
  • Experience navigating and documenting within a CRM system.
  • Fluency in Spanish.

Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to fifteen pounds at times.

Travel Requirements
  • Less than 5% of the time; occasional travel may be required.

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